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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Freeflight who wrote (2605)	5/5/1999 12:42:00 PM
From: Freeflight	Read Replies (1) \| Respond to of 14638

NT Bay interest; 48% of 3com revenue is NIC's what will happen when Intel Networking division keeps embedding nic functionality directly onto pc and server motherboards at 1/50 the cost? 3com better build up palm computing faster and get zdtv to push even more the 3com camera's...but wait now 3com looks like a consumer electronics firm and SONY SONY SONY SONY will eat 3com for lunch. bottom line...3com killed by LU and CSCO from above 3com fled to safety in low end but SONY will eat them there. pilot will be short lived and founding technical wizards who started palm pilot made there money when they sold to us robotics and now they have all left after 3com bought us robotics...watch there new product. Intel killing 3com in OEM business for ethernet and mid tier amongst the reseller community; and bay networks is also beating 3com in mid sized business. ooouch. bye bye 3com. * siemens or some old world firm will come buy 3com at half the mk cap it is today just to get access into usa marketplace .....short coms and make money. tiny mizzou and jach haven't realized yet that the business of investing to make money has has no place for company loyalty, but then again some people feel luckier in one casino vs. another. They need to get out more and see the other ways to invest.

To: Freeflight who wrote (2605)	5/5/1999 3:27:00 PM
From: JMD	Read Replies (1) \| Respond to of 14638

re: ", Qualcomm will end up as a weak sister in telecom sector like coms in networkers sector." Yup, QCOM is weak, weak, weaker every day. Poor guys are so anemic that Ericsson just had to grab the K-Y tube and pay through the wazz to get ahold of the 98 pound weakling's technology. Same licensing fees that everybody else in telecom land has to pay to use CDMA. Problem is: if you keep collecting those damn royalties from all the big guys, pretty soon you is one youself. You're right--Q is just that puny little outfit from San Diego--all they have is a total lock on the fastest growing wireless transmission standard in the world. If memory serves, little guys like Lucent, and, oh yeah, NT, can't install wireless base stations w/o forking over even more royalties. Nokia? Yup, if that little ASIC inside that sexy plastic handset uses IS95, the little cash register in San Diego goes 'ka-ching'. Motorola? Yup, poor fellas can't manufacture CDMA ASICs to save their ass*s and have to pony up to the soon-to-be dinosaurs Q kids. With any luck, QCOM will be saved by the Sisters of Charity from Redmond who took such pity (like you) that they gave up 50% of Wireless Knowledge to get their hands on those same CDMA locks. Course that's pretty typical for MSFT to give away the store if they're not sure they can't get around the IPRs. Call me zany, but those nut heads from Loral did the same to license CDMA for Globalstar. Think maybe there's a trend here? Nah, you've got it nailed. Qualcomm is road kill. "Earth to Freeflight, come in, come in". Thanks for listening. Mike Doyle